Wesley Dickinson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 11/2019
  Gfi Securities, Llc
  New York, NY
• 09/2015 → 06/2017
  Dartmouth College
  Hanover, NH
• 11/2019 → 03/2025
  Ubs Financial Services, Inc.
  Weehawken, NJ
• 03/2025 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 04/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2020-01-02 → 2025-04-02
  Ubs Financial Services Inc.
  Weehawken, NJ
  New York, NY

Other Businesses

*634262 - Dwight-Englewood School ; Investment related: No; Englewood, New Jersey; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 3; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2019-12-27
• S63 Uniform Securities Agent State Law Examination
  2018-05-26

Other Names

• Wesley J Dickinson